WHOLESALE FUNDS

People & Products

Prodigy Investment Partners’ has offered advisers and their clients access to the Flinders Emerging Companies Fund at institutional prices through leading platform, HUB24...

People & Products

Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....

Financial planning

ASIC has cancelled PMIIG’s AFSL after it was found incompetent in providing financial services covered by its licence. ...

Tools & guides

SMSF trustees with large balances can think about wholesale investment opportunities but advisers must warn them that protections and tests differ for wholesale compared ...

Funds management

Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago